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Crews Bank & Trust’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Crews Bank & Trust’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$511K Buy
6,344
+176
+3% +$13.6K 0.07% 150
2026
Q1 		$443K Sell
6,168
-200
-3% -$14.9K 0.06% 157
2025
Q4 		$462K Buy
6,368
+2,132
+50% +$155K 0.07% 152
2025
Q3 		$311K Sell
4,236
-700
-14% -$50.3K 0.05% 187
2025
Q2 		$345K Sell
4,936
-8
-0.2% -$525 0.05% 174
2025
Q1 		$320K Sell
4,944
-60
-1% -$4.03K 0.05% 179
2024
Q4 		$330K Buy
+5,004
New +$340K 0.06% 174

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Crews Bank & Trust's VO Position: Q2 2026 in Review

Crews Bank & Trust increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.9% in Q2 2026, buying an estimated $13.6K and bringing the position to 6,344 shares worth $511K. The position accounts for 0.07% of the portfolio, ranked #150.

Crews Bank & Trust first reported a position in VO in Q4 2024 and has held it in 7 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Crews Bank & Trust held 6,344 shares of Vanguard Morningstar Mid-Cap ETF worth $511K as of Q2 2026.
  • Crews Bank & Trust bought 176 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $13.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Crews Bank & Trust's portfolio in Q2 2026, its #150 holding.
  • Crews Bank & Trust first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.